Civic Intelligence

Lutheran Haven Inc

990 • Fiscal year 2021 • EIN 59-0637873

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 13, 2022

Organization Profilewww.lutheranhaven.org
2041 West State Road 426Oviedo, FL 32765

(407) 365-5676

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.67x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

2.30x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

15th percentile

-3.5%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

18th percentile

$175,177

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

22nd percentile

1.7%

Faster asset growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-12%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$50,707,135

Up $828,150 (+1.7%) from 2020

Net Assets

Up

$16,668,654

Up $824,354 (+5.2%) from 2020

Liabilities

Up

$34,038,481

Up $3,796 (+0.0%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin15th percentile

Revenue

Down

$14,795,966

Down $1,927,069 (-12%) from 2020

Expenses

Up

$15,311,093

Up $27,792 (+0.2%) from 2020

Net Income

Down

-$515,127

Down $1,954,861 (-136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $26,817,381Liabilities 2011: $12,110,351Net Assets 2011: $14,707,0302011Assets 2012: $28,066,361Liabilities 2012: $12,302,829Net Assets 2012: $15,763,5322012Assets 2013: $28,506,948Liabilities 2013: $12,414,788Net Assets 2013: $16,092,1602013Assets 2014: $28,789,230Liabilities 2014: $12,118,593Net Assets 2014: $16,670,6372014Assets 2015: $29,215,098Liabilities 2015: $12,627,308Net Assets 2015: $16,587,7902015Assets 2016: $28,883,430Liabilities 2016: $13,239,527Net Assets 2016: $15,643,9032016Assets 2017: $30,418,551Liabilities 2017: $14,428,182Net Assets 2017: $15,990,3692017Assets 2018: $40,147,478Liabilities 2018: $24,055,823Net Assets 2018: $16,091,6552018Assets 2019: $48,934,872Liabilities 2019: $33,939,215Net Assets 2019: $14,995,6572019Assets 2020: $49,878,985Liabilities 2020: $34,034,685Net Assets 2020: $15,844,3002020Assets 2021: $50,707,135Liabilities 2021: $34,038,481Net Assets 2021: $16,668,6542021Assets 2022: $45,303,485Liabilities 2022: $32,732,104Net Assets 2022: $12,571,3812022Assets 2023: $46,830,834Liabilities 2023: $34,121,243Net Assets 2023: $12,709,5912023Assets 2024: $50,418,516Liabilities 2024: $38,111,835Net Assets 2024: $12,306,6812024

Highlighted filing

2021

Assets$50,707,135
Liabilities$34,038,481
Net Assets$16,668,654
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,374,905Expenses 2011: $8,070,652Net Income 2011: $304,2532011Revenue 2012: $8,773,053Expenses 2012: $7,970,377Net Income 2012: $802,6762012Revenue 2013: $8,427,226Expenses 2013: $8,319,521Net Income 2013: $107,7052013Revenue 2014: $9,326,777Expenses 2014: $9,057,784Net Income 2014: $268,9932014Revenue 2015: $9,990,923Expenses 2015: $9,818,689Net Income 2015: $172,2342015Revenue 2016: $10,042,774Expenses 2016: $10,986,661Net Income 2016: -$943,8872016Revenue 2017: $12,336,448Expenses 2017: $12,073,994Net Income 2017: $262,4542017Revenue 2018: $12,469,637Expenses 2018: $12,604,004Net Income 2018: -$134,3672018Revenue 2019: $13,688,282Expenses 2019: $14,686,343Net Income 2019: -$998,0612019Revenue 2020: $16,723,035Expenses 2020: $15,283,301Net Income 2020: $1,439,7342020Revenue 2021: $14,795,966Expenses 2021: $15,311,093Net Income 2021: -$515,1272021Revenue 2022: $10,072,809Expenses 2022: $12,756,024Net Income 2022: -$2,683,2152022Revenue 2023: $11,605,149Expenses 2023: $12,021,189Net Income 2023: -$416,0402023Revenue 2024: $12,918,586Expenses 2024: $13,290,918Net Income 2024: -$372,3322024

Highlighted filing

2021

Revenue$14,795,966
Expenses$15,311,093
Net Income-$515,127
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 13, 2022
Return Version
2020v4.0
Gross Receipts
$14,795,966
Mission and Program Overview

Mission

The mission of lutheran haven is to provide a quality christ-centered haven of care to older adults

A Ministry Of The Lutheran Church which demonstrates the love of God in Jesus Christ to older adults by providing nursing and medical care and a retirement community where members of the community may live with hope and confidence until the day that God calls them forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$35,734,864$36,042,164▲ $307,300
Investments in Publicly Traded Securities$4,905,015$6,375,017▲ $1,470,002
Cash and Non-Interest-Bearing Accounts$4,934,044$3,795,114▼ $1,138,930
Accounts Receivable$1,339,689$880,038▼ $459,651
Investments Other Securities$717,490$730,806▲ $13,316
Prepaid Expenses and Deferred Charges$111,502$448,009▲ $336,507
Other Notes and Loans Receivable, Net$465,887$390,800▼ $75,087
Inventories for Sale or Use$146,895$0▼ $146,895
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$49,878,985$50,707,135▲ $828,150
Other Assets Total$1,523,599$2,045,187▲ $521,588
Liabilities
Deferred Revenue$17,257,098$17,385,667▲ $128,569
Mortgage Notes Payable Secured by Investment Property$15,095,818$15,022,208▼ $73,610
Accounts Payable and Accrued Expenses$919,412$1,072,759▲ $153,347
Other Liabilities$762,357$557,847▼ $204,510
Total Liabilities$34,034,685$34,038,481▲ $3,796
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,967,008$11,078,518▲ $111,510
Net Assets With Donor Restrictions$4,877,292$5,590,136▲ $712,844
Total Net Assets Fund Balance$15,844,300$16,668,654▲ $824,354
Total Liabilities and Net Assets / Fund Balance$49,878,985$50,707,135▲ $828,150

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,116,312$15,235,618$44,351,930
Equipment$1,668,463$4,039,227$5,707,690
Leasehold Improvements$1,699,240$2,097,712$3,796,952
Land$3,204,516-$3,204,516
Other Land Buildings$353,633$354,795$708,428
Other Securities$154,961--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,046,920$60,664▲ $70,155$68,795$3,108,944
2019$2,764,643$688,997▲ $95,249$501,969$3,046,920
2018$2,753,655$9,049▲ $102,596$100,657$2,764,643
2017$2,743,448$10,207▲ $122,328$122,328$2,753,655
2016$2,523,163$5,922▲ $328,905$114,542$2,743,448
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mrs linda KirkFormer CEOPT$164,748$10,429$175,177
Mr Jerry GriffingCEOFT$149,820$9,056$158,876
Michael a BuxtonNursing Home AdmFT$114,273-$114,273
Iseman JulieHome Health AdmFT$113,292-$113,292
Mr Michael RayCFOFT$43,147-$43,147

Board Members and Trustees

NameTitle
Mrs Susan HanasPresident
Mr James IngersollVice President
Ms Ardyne KirmTrustee
Rev Daniel BerteauTrustee
Rev John GutzTrustee
Rev W M ArpTrustee
Rev Waldemar VinovskisTrustee
Rev George HansellSecretary
Mr Ferdinand S DudaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,368,195
Program Service Revenue
$12,772,754
Investment Income
$175,908
Other Revenue
$479,109
All Other Contributions
$732,167
Change in Net Assets
$-515,127

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,795,966
Total Revenue per Audited Statements
$14,795,966
Total Revenue per Form 990
$14,795,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,541,088
Other Expenses$6,770,005
Total Fundraising Expense$90,939
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,871,366$510,952$16,570$6,398,888
Depreciation Depletion$1,937,561$51,084$4,925$1,993,570
Other Employee Benefits$899,265$120,689$528$1,020,482
All Other Expenses$869,285$9,880$3,989$883,154
Interest$585,021$15,506-$600,527
Current Officers, Directors, Trustees, and Key Employees$224,624$329,831-$554,455
Payroll Taxes$452,824$58,365$1,293$512,482
Other Expenses$424,185$2,310$4,532$431,027
Office Expenses$343,791$41,278$6,624$391,693
Fees for Services Other$274,747$29,594-$304,341
Insurance$271,689$22,412$728$294,829
Pension Plan Contributions$46,605$7,982$194$54,781
Fees for Service Investment Mgmnt Fees-$11,458$43,279$54,737
Fees for Services Accounting$17,844$34,000-$51,844
Advertising$18,118$338$7,053$25,509
Travel$10,551$10,866$13$21,430
Fees for Services Legal$8,702$1,698-$10,400
Total Functional Expenses$13,956,776$1,263,378$90,939$15,311,093

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,311,093
Total Expenses per Audited Statements$15,311,093
Total Expenses per Form 990$15,311,093
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable deposits$544,761
Other deposits$13,086
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Treasurer, Ferdinand S. Duda, is the brother of President, Susan Hanas.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organizations Chief Financial Officer conducts a comprehensive review of the Form 990 before it is filed. A copy of the return, as ultimately filed, is provided to each voting member of the Board of Trustees before it is filed with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Adminstration Sub-Committee of the Board of Trusstees monitors and enforces compliance with the conflict of interest policy annually. The Sub-Committee reviews actual conflicts that are identified by the annual disclosure process and prohibits officers and directors from voting on matters where actual conflicts of interest exist.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board of Trustees determines the compensation and benefits of the Chief Executive Officer and reviews the compensation of other top management officials. The Board is independent with respect to the compensation arrangement being considered. The Board utilizes compensaton surveys that are specific to its industry. The review and approval process is documented in Board meeting minutes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents, conflict of interest policy, and financial statements available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Lutheran Haven Inc
EIN
59-0637873
Phone
4073655676
Address
2041 West State Road 426, Oviedo, FL 32765

Signing Officer

Name
Mr Michael Ray
Title
CFO
Signed
2022-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Jerry Griffing
Formed
1972
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
9
Employees
350
Volunteers
32

Preparer

Firm
Jesse J Parrish III CPA
Address
909 Indian River Avenue, Titusville, FL 32780
Preparer
Jesse J Parrish III CPA
Phone
3217200858
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Board of Trustees is responsible for the selection, monitoring and evaluation of an independent audit firm and oversight of the audit of its financial statements. There was no change in this process from the prior year.”

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“Resident Trust Account”

Part IV, Line 2B: Explanation of escrow account liability

“Escrow account is maintained for the Nursing Home and Assited Living residents. The accounts are reconciled monthly and statements are provided to the residents quarterly. Interest is paid on the account balances.”

Part V, Line 4: Intended uses of the endowment fund.

“To assist those who due to circumstances beyond their control can not afford to pay for their nursing home care.”

Part X : FIN48 Footnote

“The Organization has adopted the application of the uncertain tax position provisions of FASB ASC 740, Income Taxes. It prescribes an evaluation process for the consolidated financial statements recognition and measurement of a tax position taken or expected to be taken in a tax return. It also provides guidance on de-recognition, classification, interest and penalties, disclosure, and transition. The provisions related to uncertainty in income taxes were applied to all tax positions upon adoption. This adoption had no impact on the Organizations consolidated financial statements. As of August 31, 2021, the Organization determined it had no uncertain tax positions and, therefore, has not accrued interest and penalties. In general, the Organization is no longer subject to U.S. federal income tax examinations by taxing authorities for U.S. federal or state income tax returns before fiscal year ended August 31, 2017.”

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IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL A BUXTON
IRS990/Form990PartVIISectionAGrp/PersonNm3Iseman Julie
IRS990/Form990PartVIISectionAGrp/PersonNm4Mr Michael Ray
IRS990/Form990PartVIISectionAGrp/PersonNm5Mrs Susan Hanas
IRS990/Form990PartVIISectionAGrp/PersonNm6Mr James Ingersoll
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IRS990/Form990PartVIISectionAGrp/PersonNm8Rev George Hansell
IRS990/Form990PartVIISectionAGrp/PersonNm9Rev W M Arp
IRS990/Form990PartVIISectionAGrp/PersonNm10Rev Daniel Berteau
IRS990/Form990PartVIISectionAGrp/PersonNm11Rev John Gutz
IRS990/Form990PartVIISectionAGrp/PersonNm12Ms Ardyne Kirm
IRS990/Form990PartVIISectionAGrp/PersonNm13Rev Waldemar Vinovskis
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Nursing Home Adm
IRS990/Form990PartVIISectionAGrp/TitleTxt3Home Health Adm
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
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IRS990/OtherExpensesGrp/Desc1Ancillary
IRS990/OtherExpensesGrp/Desc2Repairs and Maintenance
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IRS990/OtherExpensesGrp/FundraisingAmt11081
IRS990/OtherExpensesGrp/FundraisingAmt24532
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IRS990/OtherExpensesGrp/ProgramServicesAmt1572869
IRS990/OtherExpensesGrp/ProgramServicesAmt2475323
IRS990/OtherExpensesGrp/ProgramServicesAmt3424185
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IRS990/OtherExpensesGrp/TotalAmt1572869
IRS990/OtherExpensesGrp/TotalAmt2481539
IRS990/OtherExpensesGrp/TotalAmt3431027
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt178217
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0390800
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0452824
IRS990/PayrollTaxesGrp/TotalAmt0512482
IRS990/PensionPlanContributionsGrp/FundraisingAmt0194
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07982
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt046605
IRS990/PensionPlanContributionsGrp/TotalAmt054781
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0448009
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15006011
IRS990/ProgSrvcAccomActy2Grp/Desc0Retirees - 172 residential housing units are available and are continuously filled except for maintenance time between residents.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,707,135
Liabilities
$34,038,481
Net assets
$16,668,654
Revenue
$14,795,966
Expenses
$15,311,093
Net income
-$515,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.4$38.1$12.3$12.9$13.3$0.37
2023Detailed filing. Detailed filing data is available for this year.$46.8$34.1$12.7$11.6$12.0$0.42
2022Detailed filing. Detailed filing data is available for this year.$45.3$32.7$12.6$10.1$12.8$2.68
2021Detailed filing. Detailed filing data is available for this year.$50.7$34.0$16.7$14.8$15.3$0.52
2020Detailed filing. Detailed filing data is available for this year.$49.9$34.0$15.8$16.7$15.3$1.44
2019Detailed filing. Detailed filing data is available for this year.$48.9$33.9$15.0$13.7$14.7$1.00
2018Detailed filing. Detailed filing data is available for this year.$40.1$24.1$16.1$12.5$12.6$0.13
2017Detailed filing. Detailed filing data is available for this year.$30.4$14.4$16.0$12.3$12.1$0.26
2016Summary only. Only limited summary data is available for this year.$28.9$13.2$15.6$10.0$11.0$0.94
2015Summary only. Only limited summary data is available for this year.$29.2$12.6$16.6$9.99$9.82$0.17
2014Summary only. Only limited summary data is available for this year.$28.8$12.1$16.7$9.33$9.06$0.27
2013Summary only. Only limited summary data is available for this year.$28.5$12.4$16.1$8.43$8.32$0.11
2012Summary only. Only limited summary data is available for this year.$28.1$12.3$15.8$8.77$7.97$0.80
2011Summary only. Only limited summary data is available for this year.$26.8$12.1$14.7$8.37$8.07$0.30